See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,534 | $65,365+44.6% | $92,893+1.8% | $72,985+29.5% |
| Participation rate | 92.7% | 68.3%+24.4pp | 76.0%+16.7pp | 69.5%+23.2pp |
| Annual return | 20.20% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $716 | $2,594-72.4% | $3,653-80.4% | $2,440-70.7% |
| Participant deferral / active EE | $5,246 | $3,128+67.7% | $4,236+23.8% | $3,607+45.4% |
| Admin fee / account holder | $8,886 | $4,251+109.0% | $5,794+53.4% | $5,124+73.4% |